Elwood & Goetz Wealth Advisory Group’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Sell |
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|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $258K | Sell |
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|
2023
Q4 | $244K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $209K | Buy |
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